Solicitor - Private Clients

Job Description

IRC are looking for a Solicitor to join their client at a busy and growing Private Client department in there Edinburgh office. The role will provide Executry Services to clients, provide Estate Planning Advice (covering Wills, Powers of Attorney, Trusts, Asset Protection & Tax Mitigation) to clients and provide support to our branch network in Private Client matters.         

 ROLE OF DEPARTMENT

·      Provide Executry Services to clients.

·      Provide Estate Planning Advice (covering Wills, Powers of Attorney, Trusts, Asset Protection & Tax Mitigation) to clients.

·      Provide support to branch network in Private Client matters.

 JOB PURPOSE

·      To manage a varied personal caseload of Private Client work.

·      To support qualified solicitors and other fee-earners within the department.

·      To carry out administrative functions within the department.

 KEY RESPONSIBILITIES

To attend to all day-to-day aspects of the administration of estates:-

    o   Meeting clients to take instructions and being proficient at setting up and conducting meetings by video conference.

    o   Communicating with other professionals, financial institutions, and service providers.

    o   Investigating assets in executry estates.

    o   Framing estate Inventory and Inheritance Tax forms; Meeting clients to explain and review same.

    o   Realisation of estate assets, including obtaining payment of cash balances and transfer of assets to beneficiaries.

    o   Accounting to executors and beneficiaries.

    o   Distribution of estates to beneficiaries.

    o   Open communication with clients throughout, including provision of regular, unprompted updates.

 ·      Preparing Wills and Powers of Attorney:-

    o   Meeting clients to take initial instructions on Wills and Powers of Attorney.

    o   Being proficient at setting up and conducting meetings by video conference.

    o   Drafting Wills and Powers of Attorney in line with instructions.

    o   Meeting clients to review and execute documents.

  • Identifying potential complexities and obtaining guidance from more experienced or senior colleagues as appropriate.
  • Undertaking legal research and reporting / presenting findings to partners and fee-earners.
  • Pro-active management of individual caseload.
  • Cross-selling of legal, property and financial services.
  • Working with partners and fee-earners to review existing policies, practices and precedents.

Requirements

QUALIFICATIONS

Essential

·      LLB degree in Scots Law

·      Diploma in Professional Legal Practice

Desirable

·      Upper second class or higher LLB (Hons) degree

·      STEP Diploma in Trusts and Estates

SKILLS AND EXPERIENCE

Essential

·      NQ to 5 years PQE in Private Client work.

·      Competent IT skills

·      Good communications skills

·      Strong organisational skills

Desirable

·      Experience of using case management software.

 KNOWLEDGE

Essential

·      Strong understanding of Will drafting, succession law and executry administration.

Desirable

·      Understanding of different types of financial products.

·      Succession Law having been studied at Honours level.

·      General legal knowledge spanning other practice areas.

 APTITUDES

Essential

·      A professional and sympathetic approach to dealing with clients during sensitive periods.

·      Communicating legal issues to clients in plain English.

·      Ability to work to strict timescales and deadlines.

·      Excellent attention to detail.

·      A team player.

·      Ability to problem solve and see ‘bigger picture’.

·      Commercial awareness.